Premium Accounting Representative

iA Financial Group (Industrial Alliance)•Waco, TX

1d•Hybrid

About The Position

Build the future with us Are you motivated by meaningful work and eager to contribute to a company that helps clients feel confident and secure about their future? Join us as a Premium Accounting Representative, where you will play a key role in ensuring the accurate and timely processing of premium payments—an essential function that supports our policyholders, agents, and overall financial operations. At iA, people and their development are at the heart of our priorities. You’ll join a caring, collaborative, and innovative environment where your skills can grow, and your impact truly matters.

Requirements

Strong attention to detail and accuracy
Communicates clearly in writing and verbally
Demonstrates solid research and problem‑solving skills
Stays organized, prioritizes well, and manages workflow efficiently
Learns new systems quickly and is proficient with MS Office
Is comfortable using a 10‑key calculator
Works well independently and as part of a team
Adapts well to change and maintains a positive, learning‑oriented attitude
Has 2+ years of administrative or customer service experience (preferred)
Holds a high school diploma or GED
Applicants must be authorized to work for any employer in the U.S. We are unable to support or take over sponsorship of employment visas at this time, including H-1B visas and participation in STEM OPT work authorizations.

Responsibilities

Process all forms of premium payments, including list billing, returns, and direct payments
Manage daily completion of WMS items
Monitor and balance suspense accounts
Process returned items and support policy reinstatements
Respond to phone calls and chats related to Premium Accounting inquiries
Update agent and client information, including address and email changes
Correspond with agents, policy owners, and bank personnel regarding payment processes
Prepare and mail premium payment letters and verify billing/lapse notices
Research and resolve past‑due policies
Perform additional duties as assigned to support business needs
Conduct all work in accordance with laws, regulations, and the iA Financial Group Code of Conduct

Benefits

Health, Dental, and Vision insurance
401(k) with company match
PTO plan
Employee and family assistance program
Ergonomic furniture program
Performance bonus opportunities
Medical, Dental, and Vision Insurance
Company-Paid Term Life, AD&D Insurance, Long and Short-Term Disability Insurance
Company-Paid Health Advocate Benefit
Wellness Allowance
Generous Paid Time Off Plan and Holidays
401(k) With Company Match
Competitive Bonus Program
Employee Assistance Program
Employee Discount Program